Skip to content

Latest commit

 

History

History
54 lines (36 loc) · 2.67 KB

custom-fields.md

File metadata and controls

54 lines (36 loc) · 2.67 KB
Raw

Custom Fields

Custom fields can be added to receive additional information from visitors during registration before initiating a Live Chat conversation or used to set other properties of a visitor/room.

Custom fields can be set upon a Visitor or Room

To access this menu, go to Administration > Omnichannel > Custom Fields. Here, you can View, Create New, Edit or Delete an existing field.

{% hint style="info" %} The Live Chat registration form has the Name, Email, and I need Help With…(Department) fields by default. {% endhint %}

Create Omnichannel Custom Field

To create a new custom field:

  • Click on +New from the custom field panel
  • A page is seen with properties to be set, fill in the values and Save

Create new custom field

  • Field: Enter the desired field that you want to add to your Live Chat registration form. E.g., last name.
  • Label: Label of the field
  • Scope: A dropdown for you to set the scope of the custom field
    • Visitor: If the visitor option is selected, the field will be available as an Omnichannel visitor's property
    • Room: When selected, the field will be available against an Omnichannel room.
  • Visible: Whether or not to make it visible
  • Searchable: Lets you set if searching in the Omnichannel Contact Center can be done with the custom field.

Enterprise Edition Omnichannel Custom Fields

{% hint style="warning" %} The rest of the settings (mentioned below) are Enterprise only. {% endhint %}

  • Validation: Lets you set validation Validation.
  • Required: When enabled, the field will be set as required.
  • Type: Choose the input type (Input/Select) of the field
  • Default value: Set the default value of the field
  • Options: Comma-separated list used to select a pre-configured value. Spaces between elements are not accepted.
  • Public: Set it Public this will be displayed in external applications, such as Live Chat

When a custom field is created and made public, any value supplied in that field is available on the Live Chat agent's side.

Edit Omnichannel Custom Field

To edit an Omnichannel Custom Field:

  • Click on the said field from the panel
  • A section is opened with all the current details of that field which can be modified and saved.

Delete Omnichannel Custom Field

To delete an Omnichannel Custom Field, click on the delete icon by the right of the field from the Custom Field panel.